ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 359 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $216,139 | -4.4% | 5,614 | 0.0% | 0.01% | -14.3% |
| Q1 2024 | $226,076 | -7.8% | 5,614 | -22.2% | 0.01% | -36.4% |
| Q1 2023 | $245,272 | +3.5% | 7,216 | +0.1% | 0.02% | -4.3% |
| Q4 2022 | $236,933 | -13.2% | 7,206 | -19.1% | 0.02% | 0.0% |
| Q3 2022 | $273,000 | +14.2% | 8,906 | +16.9% | 0.02% | -11.5% |
| Q2 2022 | $239,000 | -1.2% | 7,619 | +26.6% | 0.03% | +30.0% |
| Q4 2021 | $242,000 | – | 6,018 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Connections Group, Inc. | 139,285 | $5,615,000 | 5.53% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 212,158 | $8,554,000 | 4.80% |
| IMPACTfolio, LLC | 78,992 | $3,185,000 | 2.79% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1,443,750 | $58,212,000 | 1.78% |
| WRAPMANAGER INC | 173,757 | $7,006,000 | 1.75% |
| Northland Capital Management LLC | 47,069 | $1,898,000 | 1.62% |
| Stephens Consulting, LLC | 40,263 | $1,623,393 | 1.34% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 51,679 | $2,084,000 | 1.30% |
| Summit Wealth Group, LLC | 24,957 | $1,006,000 | 1.15% |
| Sharkey, Howes & Javer | 115,644 | $4,663,000 | 1.05% |